Position Details
Wealth Advisor: Relationship-Driven Financial Planning Apply
A boutique financial advisory firm in New York seeks a Wealth Advisor to provide comprehensive financial advice in a non-sales role. This position emphasizes building long-term client relationships within a collaborative environment that prizes trust and client advocacy. Candidates should have 5-10 years of relevant experience and preferably hold or be working towards CFP certification. The firm prioritizes client-focused service and offers strong internal support for professional growth. #J-18808-Ljbffr
